Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (48922)	11/15/2001 3:17:33 AM
From: Uncle Frank	Read Replies (1) of 54805

>> You have, IMO, just attempted to rewrite the Gorilla Game. I'm just trying to interpret it, Eric. We've been doing that here for almost 3 years. >> I sure hope you are not going to attempt to tell me that you can't accomplish handover in the asynchronous mode of WCDMA. Believe me, the thought never crossed my mind :-). I'll leave that debate to the engineers, and listen carefully to their discussions. My belief in the essential nature of qcom's ip is based on 1) their success bringing 3G to market (which I'll plead down to 2.5 G if you object) years ahead of anyone else, and 2) the fact that virtually every member of the gsm community has signed up and will pay big bucks to use Q's patents. Reports are they tried to work around those patents for several years before capitulating because they couldn't do without them. If there's no way around the qcom patents, why should I be concerned what architecture the wcdma manufacturers adopt? >> The value of architectural control is relegating wannabe gorillas to Chimp status. I don't think so in this case. If a 3G tornado materializes, Q will be the Gorilla of 3G air interfaces, and most likely, the King of 3G chipsets. jmho, uf

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